National Bank of Canada’s Wayfair W Stock Holding History

National Bank of Canada’s Portfolio W Stock Details W Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-2,500	Closed	-$22.3M	–	3167
2025 Q3	$22.3M	Sell	2,500 -2,500	-50%	-$183K	0.02%	465
2025 Q2	$25.6M	Buy	+5,000	New	+$187K	0.02%	480
2023 Q4	–	Sell	-798	Closed	-$4.99M	–	2910
2023 Q3	$4.99M	Sell	798 -703	-47%	-$48.9K	0.01%	796
2023 Q2	$10.3M	Sell	1,501 -1,500	-50%	-$63.2K	0.02%	549
2023 Q1	$10.3M	Buy	+3,001	New	+$133K	0.03%	425

Other funds holding W

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

GHP

Great Hill Partners Boston, Massachusetts $210M AUM 134.81% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

National Bank of Canada's W Position: Q1 2026 in Review

National Bank of Canada increased its Wayfair (W) stake by 12% in Q1 2026, buying an estimated $227K and bringing the position to 23,901 shares worth $1.8M. The position accounts for ﹤0.01% of the portfolio, ranked #1114.

National Bank of Canada first reported a position in W in Q4 2021 and has held it in 18 quarters since. The position peaked at $27.8M in Q2 2025. 445 funds tracked by Wall St. Rank hold W as of Q1 2026.

National Bank of Canada held 23,901 shares of Wayfair worth $1.8M as of Q1 2026.
National Bank of Canada bought 2,511 Wayfair shares in Q1 2026, an estimated $227K.
Wayfair made up ﹤0.01% of National Bank of Canada's portfolio in Q1 2026, its #1114 holding.
National Bank of Canada first reported a position in Wayfair in Q4 2021 and has held it in 18 quarters since.
National Bank of Canada's Wayfair position peaked at $27.8M in Q2 2025.
445 funds tracked by Wall St. Rank held Wayfair as of Q1 2026.

Based on National Bank of Canada's 13F filing for Q1 2026, filed 15 May 2026.